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| Provider | Service type | Compensation |
|---|---|---|
REGIONS BANK1+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $21,053 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $8,921 |
TOMKIEWICZ WRIGHT, LLC1+ years Service code 10 · EIN 20-1702555 | Accounting | $7,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,630 | $30,979-88.3% | $67,704-94.6% | $59,188-93.9% |
| Participation rate | 82.0% | 40.5%+41.5pp | 67.5%+14.5pp | 69.4%+12.6pp |
| Annual return | -0.56% | -1.74%+1.2pp | 25.41%-26.0pp | 5.51%-6.1pp |
| Employer contribution / active EE | $0 | $807-100.0% | $2,559-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $777 | $1,603-51.5% | $3,585-78.3% | $3,265-76.2% |
| Admin fee / account holder | $32 | $81-60.5% | $4,255-99.2% | $92-65.3% |